Deals
Deals uses the same list view as Contacts and Companies — filters, saved views, columns, the right-click menu, and Export. The Deal Pipeline board shows the same deals as cards by stage, with an amount total per column.
The sales pipeline
Section titled “The sales pipeline”Deals move through Lead → Qualified → Proposal → Negotiation → Closed Won / Closed Lost. Move a deal with the pipeline rail on its page, by dragging its card on the board, or with Move to stage on the right-click menu.
The deal page
Section titled “The deal page”The deal’s fields and the Sales Pipeline rail on the left and right; the related company and primary contact; and the same center tabs as a company (Conversations, Tasks, Calendar, Notes, Files) with a single Recent activity feed.
Create a deal
Section titled “Create a deal”+ New on the list, the New menu, or the 3 shortcut. See Create a record.
When Deals are switched off
Section titled “When Deals are switched off”An Admin can turn Deals off for the workspace under Vertical pack. The Deals and Deal Pipeline entries leave the sidebar, “New deal” leaves the menus and shortcuts, and the Deals tile leaves Home. Existing deal records are kept and come back when the switch is turned on again.